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Top Resources for CRM & Sales Hub

  • Meetings Confirmation Email FROM issue

    • Hello, For some reason the FROM when sending the Meeting Confirmation email is aleksa+2ejovicic=oneclick.rs@notifybf2.hubspot.com, instead of aleksa.jovicic@oneclick.rs I already setup the email sending domain and everything, but for some reason this email is the generic hubspot email. ...read more

  • Way to Track User HubSpot Activity

    • Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants to track is overall business development "activity." It's obviously very easy to track logging of HubSpot Activities like calls, emails, meetings, etc., but what we'd like to do is build a leaderbo ...read more

  • Email sent to contact but not showing up under last contacted

    • Hello, I sent a bulk email to 44 of my contacts two days ago. Now I am trying to see/understand who received the email and who hasn't. Nothing is showing up under last contacted or last activity - does anybody have any ideas? 😁 ...read more

  • HubSpot Journeys - BETA

    • Hello, Are there any available resources for the new Journeys feature that I can use to catch-up? I can't find much on Google...   ...read more

  • Problem with Mismatched Font Color in Personalized Snippet (1 to 1 Email)

    • Happy New Year to all! A small problem. When I personalize a snippet for use in 1 to 1 email, in the resulting email, the font for the personalized "fields" appears slightly lighter in color (more gray than black). The personalized email doesn't look very professional, because the "merged" (personalized) content stands out and looks like it was added to a form email! Not good. See example below. The first name "Greg" and the compa ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
Reply Discussion Announcement
16 upvotes
0 Reply
CClark3 on January 15, 2025
Determining a companies first win date
Hello, I need to create a workflow that will populate the company won date on a company record. Essentailly this field should only be populated with the date the company won their first deal. How would I create a workflow that would populate the read more
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 15, 2025
Hi @CClark3 , You would apply the same logic as described here for a one-time clean-up 🙂 https://community.hubspot.com/t5/CRM/Latest-Proje...read more
COGorman0 on January 15, 2025
CRM Set up to record Customer and products/services they are using
Question, I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? read more
Reply Discussion Professional SNA
0 upvote
0 Reply
JJ9 on January 15, 2025
Helpdesk Teams / Summary
Hi there, we have teams set in HS. BUT, I am looking at "Summary - > Team availability" and do not see all members there. I can not modify this section. So my question is, why I do not see all members? I checked, if there read more
Reply Discussion Starter
0 upvote
0 Reply
Don_Books on January 15, 2025
How can HubSpot help us?
Hi! - I am brand new here, and whether short-term or long-term will depend on you all... I am the head of a very small non-profit ministry (in fact, I only do this part-time), and we provide training and reference resources to church pastors and lea read more
Reply Discussion How-To
0 upvote
1 Reply
MrJustinGivens
Top Contributor | Platinum Partner
January 15, 2025
Hey @Don_Books welcome to the community! One of the best things that HubSpot brings to any group is data organization . MailChimp is suitabl...read more
ALintner on January 15, 2025
SMS Associated Contacts
Hello! Trying to tie SMS associated contact to the internal contact activity feed. The logged SMS is only tying to the external contact. How do I add the internal contact as an additional associated contact and tie it to their activity count?
Reply Discussion Custom Objects
0 upvote
0 Reply
manofdogz on January 15, 2025
Hubspot Email Signature Generator issue : Outlook
Having created a very nice email signature - as soon as it goes OUT from Outlook (Windows) the horizontal Social Icons get 25% cut off and the vertical Contact Icons get thick lines between them. It's so ugly that you can barely tell they are icons read more
Reply Discussion FREE
0 upvote
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